Dashboard

This is the starting, or default page when the application opens. To navigate back to this page, select Dashboard from the main menu. Here, you can access current and historical activity presented in an organised and user-friendly layout. Positioned at the top left of the screen, it includes:

1. An update on Call Forward Summary
   1. Please note that a prompt may appear in this panel if your account settings are incomplete.
2. Your Recent activity, allowing you to directly interact with the listed tasks or Jobs. Additionally, you can commence a + New Estimate.
3. A summary of Invoices owed to you. By clicking on the dollar totals, you can delve deeper into the related information.
4. A summary of Orders. Clicking on the totals provides access to more detailed information.
5. A Summary of activity presented by month and year. Hover over the grid line to view the Estimates sent, accepted, and completed each month.